$92MM AUM | $960,000 GDC in Lester, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Lester, PA, US
Profile Type
Merge
Fee 0% Commission 100%
AUM
$92,000,000.00
Gross Revenue
$960,000.00
# of Accounts
350
Avg Client Age
55
Overview

This is an established and stable practice working with Local Union Relationships build over years. Revenue is 100% reoccurring trails and fees. Looking to merge firms with the possibility of succeeding me in the next 3 to 5 years. I am not willing to change Broker Dealers at this time. No Recruiters Please!

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